MI

Montage Investments Portfolio holdings

AUM $182M
1-Year Est. Return 18.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$50.9M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.66M
2 +$1.6M
3 +$1.48M
4
SBAC icon
SBA Communications
SBAC
+$1.4M
5
CHD icon
Church & Dwight Co
CHD
+$1.35M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 18.43%
2 Technology 14.11%
3 Healthcare 13.16%
4 Consumer Discretionary 10.53%
5 Financials 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$221K 0.43%
+4,771